【私募调研记录】泾溪投资调研盛美上海

Group 1 - The core viewpoint of the article highlights that Jingxi Investment has conducted research on a listed company, Shengmei Shanghai, which is focusing on expanding its overseas market and maintaining a differentiated technology and global customer strategy [1] - Shengmei Shanghai has raised its addressable market in China to $7 billion, based on the assumption of a $40 billion semiconductor equipment market size in China by 2030 [1] - The company reported nearly 40% revenue growth in the second quarter, driven by strong equipment sales and demand [1] - Shengmei Shanghai maintains its full-year performance guidance unchanged, with contract liabilities reflecting prepayments after product debugging acceptance [1] - The discrepancy in financial reports is attributed to different accounting standards, and the existing capacity at the Lingang plant is sufficient to support the annual performance guidance, with plans for additional capacity next year [1] Group 2 - Jingxi Investment Management Partnership was established in January 2015 and primarily engages in secondary market stock investment [2] - The company emphasizes a research-driven value creation philosophy, supported by a professional research team and close collaboration with major brokerage research departments [2] - Jingxi Investment aims to create sustainable absolute returns for clients through specialized investment methods, a robust risk control system, and forward-looking investment perspectives [2]